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Art Berman's Exclusive Energy Analysis
This data driven analysis produces hard core insights that can open your eyes to what is actually happening in the energy market. Art produces these posts to be accessible to all.
Because in a world full of energy chaos, knowledge is power.
What the Oil and Commodity Bulls Are Missing
The oil bulls have come out of hibernation. Last week, the IEA (International Energy Agency) raised its oil demand forecast. This week, the EIA (U.S. Energy Information Administration) increased its…
Read MoreTechnology and Innovation are Overrated–Implications for AI
Technology and innovation are overrated. They are the twin messiahs that are supposed to save us from ourselves if we only believe and pray hard enough. They won’t and there’s…
Read MorePeak Oil is Dead–Long Live Peak Oil
Peak oil was fifty years ago. That was when the end of oil production growth resulted in the permanent decline in world GDP expansion. Peak oil was never about running…
Read MoreThere’s Nothing Confusing About Natural Gas Prices
If you are confused by low natural gas prices then comparative inventory is your friend. Companies have over-produced gas, storage is exploding, and prices have fallen. Comparative inventory (C.I.) makes…
Read MoreTelling the Truth About Our Future
Renewable energy is a poor substitute for fossil fuels. That’s because renewables are a diffuse form of energy and produce power only about one-third of the time. That doesn’t stop…
Read MoreThe Energy Transition is Being Led by a Clown Car
Renewable energy capacity is expected to expand dramatically in the next few decades in order to get climate change under control. Because wind and solar are intermittent sources of electric…
Read MoreRenewables Are Not the Cheapest Form of Power
The CEO of TotalEnergies believes that the renewable transition will lead to higher—not lower—energy prices. That’s a very different view from the popular belief that renewable energy prices are falling…
Read MoreThe LNG Export Pause is Irrelevant
Industry and gas-producing states are furious about the Biden Administration’s announcement to temporarily pause new approvals on pending Liquefied Natural Gas (LNG) exports. “Instead of addressing America’s real energy challenges,…
Read MoreBetting the World on an Imaginary Energy Future
Government leaders tell us that the world is moving toward a renewable energy future. At the recent COP 28 climate meeting in the United Arab Emirates, those leaders agreed to…
Read MoreAramco Development Halt Has Nothing to Do With Oil Demand
Saudi Aramco is abandoning plans made in 2020 to increase field production from 12 to 13 million barrels per day. The announcement has provoked analyst comments that the decision is…
Read MoreBakken Break-Even Prices Threaten Profits
The Bakken Shale play is following the same pattern of declining well performance that I have shown for the Permian and Eagle Ford in recent weeks. Bakken break-even prices have…
Read MoreDraining America First—The Beginning of the End for Shale Gas
The United States is the biggest producer of natural gas in the world and recently became the largest exporter of LNG. The industry is scrambling to build LNG (liquefied natural…
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